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Back to home
Support Site
Deals
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Deals
Learn more about Deals, List Views, and Deal Level tabs
What are Deals?
Add a Deal
Add a Property to an Existing Deal
Add a User to a Deal View or Deal
Document Merge (DocMerge)
Move a Deal to a View
Add or Edit Compsets to Deal Insights
Deal Insights Tab
Export a Layout Tab to PDF
Log an Engagement from the Contacts Tab in Deals
Deal Configurations
Add or Rename a View Group in Deal Tab
Add or Edit Static and Dynamic Views
Add or Remove Deal List Columns
Change the "Group By" Dropdown in Deals
Add or Edit Deal Layout Templates
Add Tabs to Deal Layout Templates
Add a Table Panel to Deal Layout
Edit 'Add Deal' Form
Add a Time Series Panel to Deal Layouts
Add or Remove Custom Fields to Offer Panel
See more
Portfolios
*What are Portfolios?
Manage Deals in a Portfolio
Best Practices for Creating Portfolios
